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Paladin Research Report For:

Mike Breitfeller

The Breit Group

CFP®
96 W Salisbury St. Floor #3
Wrightsville Beach, NC 28480
910-599-1732

About Mike Breitfeller

With over 15 years of experience in the financial services industry, Michael Breitfeller, CFP®, has built a career dedicated to helping individuals, families, and businesses navigate the complexities of wealth management, financial planning, retirement income strategies, estate planning, and corporate retirement plan consulting. His commitment to delivering personalized and strategic financial solutions has earned him the trust of clients and partners alike.

In 2025, Michael embarks on an exciting new chapter by joining his wife's independent Registered Investment Advisor (RIA) firm. This transition marks a significant milestone in his career-one that aligns with his deep-seated passion for fostering meaningful relationships and creating financial strategies tailored to each client's unique goals. What excites Michael most about this move is the firm's ability to cultivate true alignment across clients, the team, and strategic partners. He believes that financial success is not just about numbers, but about forging collaborative relationships that empower individuals and businesses to thrive. By integrating his expertise with the firm's values, Michael is eager to contribute to a culture of trust, transparency, and innovation, ensuring that every client benefits from his approach to wealth management.

As he steps into this new role, Michael remains dedicated to delivering insightful guidance and unwavering support, helping clients build lasting financial security and confidence in their future

See Disclosures

General Information

Firm Start Year
  • 2024
No. of Employees
  • 2-4
CRD#
  • 5716860
Firm CRD#
  • 335020
Name of Custodial Firm
  • Schwab
States Licensed in
  • NC
Years of Experience in Financial Services
  • 15
Number of Years with Current Firm
  • 1
Work Experience
  • 2009-2025:Wealth Mgmt Advisor with Northwestern Mutual Investment Services
    2025-Present: Investment Advisor Representative with The Breit Group, LLC
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 66, Series 7

Firm Information

Firm's Number of Clients
  • 50
Firm's Number of Planning Clients
  • 20
Firm's Number of Managed Clients
  • 50
Assets Managed by Firm
  • $75M
Advisor's Number of Clients
  • 50
Advisor's Number of Managed Clients
  • 50
Advisor's Number of Planning Clients
  • 20
Assets Managed by Advisor
  • $100m

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500K+
Compensation Methods
  • Based on Assets, Flat Fee
Fee % Based on Assets
  • .5-1%
Additional Details on Charges
  • All engagements are based on scope of services and planning designed to align cost appropriately with engagement. No out of the box pricing, everything is mutually agreed upon.
Minimum Fee Charged for Managed Accounts
  • $2500

Education

Bachelors of Science - Business Mgmt

University of North Carolina @ Wilmington
08/2005 -12/2009

Disclosures

https://www.thebreitgroup.com/disclosures


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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893047/paladinregistry-The-Breit-Group-detailed-disclosure.html